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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 36 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WDFC WD 40 CO COM Basic Materials 1,886.0 $385K 0.02% +852.0 +82.4% $203.94 +2.0%
702 BEN FRANKLIN RESOURCES INC COM Financial Services 16,255.0 $384K 0.02% +3K +23.4% $23.62 +30.7%
703 ENVA ENOVA INTL INC COM Financial Services 2,824.0 $384K 0.02% +102.0 +3.8% $135.83 +18.5%
704 WBS WEBSTER FINL CORP COM Financial Services 5,514.0 $383K 0.02% +714.0 +14.9% $69.42 +5.3%
705 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 8,256.0 $383K 0.02% -156.0 -1.9% $46.36 +2.9%
706 DNB BANK ASA SPONSORED 12,172.0 $382K 0.02% +914.0 +8.1% $31.39
707 REGCO REGENCY CTRS CORP COM Real Estate 5,041.0 $381K 0.02% +2K +46.6% $75.66 -69.8%
708 MATX MATSON INC COM Industrials 2,322.0 $381K 0.02% +17.0 +0.7% $163.94 +11.5%
709 UDR UDR INC COM Real Estate 11,249.0 $380K 0.02% +2K +21.0% $33.78 +12.0%
710 ESI ELEMENT SOLUTIONS INC COM Basic Materials 11,126.0 $380K 0.02% +1K +10.2% $34.14 +18.2%
711 SANDVIK AB ADR 9,873.0 $380K 0.02% +1K +13.4% $38.46
712 IFF INTERNATIONAL FLAVORSFRAGRANC COM Basic Materials 5,217.0 $378K 0.02% +2K +57.8% $72.55 +3.7%
713 CHUGAI PHARMACEUTICAL CO LTD ADR 13,691.0 $377K 0.02% +1K +8.3% $27.52
714 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 8,737.0 $376K 0.02% +1K +13.9% $43.06 -0.7%
715 AOS SMITH A O CORP COM Industrials 5,702.0 $376K 0.02% +2K +51.8% $65.94 -13.3%
716 GEN GEN DIGITAL INC COM Technology 19,930.0 $375K 0.02% +2K +13.2% $18.83 +32.0%
717 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 2,846.0 $375K 0.02% -198.0 -6.5% $131.74 +18.0%
718 RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV 5,474.0 $374K 0.02% $68.28 +9.5%
719 EHC ENCOMPASS HEALTH CORP COM Healthcare 3,863.0 $374K 0.02% -83.0 -2.1% $96.73 +8.0%
720 WY WEYERHAEUSER CO COM NEW Real Estate 15,295.0 $374K 0.02% +5K +53.3% $24.43 -4.9%
Page 36 of 206  ·  4,110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%